CCA

Cottonwood Capital Advisors Portfolio holdings

AUM $137M
1-Year Est. Return 14.88%
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$5.06M
2 +$4.12M
3 +$2.12M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$1.93M
5
WRB icon
W.R. Berkley
WRB
+$241K

Sector Composition

1 Technology 7.23%
2 Financials 3.93%
3 Industrials 3.33%
4 Consumer Discretionary 2.53%
5 Consumer Staples 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-86,282
127
-27,174
128
-3,912
129
-1,247